Tortoise Investment Management’s Dimensional California Municipal Bond ETF DFCA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $329K | Hold |
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|
2025
Q4 | $330K | Sell |
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|
2025
Q3 | $388K | Buy |
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|
2025
Q2 | $334K | Hold |
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|
2025
Q1 | $336K | Buy |
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|
2024
Q4 | $194K | Sell |
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|
2024
Q3 | $359K | Buy |
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|
2024
Q2 | $306K | Sell |
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|
2024
Q1 | $566K | Buy |
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|
2023
Q4 | $499K | Buy |
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|
2023
Q3 | $326K | Buy |
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